Monday CRM vs Freshsales

Monday CRM and Freshsales are two platforms designed to streamline workflows and enhance customer relationship management, each with a unique approach. Monday CRM, built on Monday.com’s work management platform, focuses on customizable pipelines and workflow automation, making it suitable for teams prioritizing flexibility in project and sales management. Freshsales, on the other hand, integrates AI-driven insights, sales automation, and communication tools, catering to teams seeking a data-driven approach to managing sales. In this blog post, we’ll explore their key features to help you decide which platform fits your needs—or if Folk might provide a more balanced alternative with user-friendly contact management and customization options.

What is Monday CRM?

Monday CRM is a sales focussed customer relationship management platform built by the team behind Monday.com, designed to help sales teams manage contacts, sales pipelines, and workflows.

Key features of Monday CRM

• Contact management: Provides a central place to store and organize contact details, track communications, and maintain records of interactions with clients and leads.
• Deal management: Allows users to track the progress of deals across stages, helping teams monitor the sales pipeline and update deal statuses as they progress.
• Task management: Users can create tasks related to deals or contacts, assign them to team members, and track their completion to ensure follow-up actions are taken.
• Lead tracking: Features tools for capturing and managing leads, assigning them to team members, and tracking their progress through different stages of the sales funnel.
• Pipeline customization: Enables users to customize their sales pipelines to align with specific business processes, allowing different stages and workflows based on deal progression.
  

What is Freshsales?

Freshsales is a CRM platform by Freshworks designed to help businesses streamline their sales processes with AI-powered tools and automation. It provides features like lead scoring, deal tracking, email and call management, and workflow automation to enhance efficiency and drive conversions. Freshsales also integrates communication and sales in one place, offering tools for personalized outreach and detailed insights to improve sales strategies.

Key features of Freshsales

• AI-powered insights: Freshsales leverages AI to provide recommendations, predict deal outcomes, and offer actionable insights to improve sales strategies.
• Lead scoring: Automatically prioritizes leads based on their engagement and likelihood to convert, helping sales teams focus on high-value opportunities.
• Deal tracking: Provides a visual sales pipeline to track deals through various stages and monitor progress in real time.
• Email and call management: Integrates email and phone communication, allowing users to manage interactions directly from the platform.
• Workflow automation: Automates repetitive tasks like sending follow-up emails or updating deal statuses, reducing manual work and improving efficiency.

Monday CRM vs. Freshsales: Feature Comparison

Let's break down the key features of these two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales pipeline management

Monday CRM’s pipeline feature allows users to track the progress of deals and opportunities through customizable stages. The pipeline can be configured to match specific sales processes, with stages representing different phases of a deal. Freshsales’ pipeline feature offers a visual sales pipeline that helps you track deals through various stages in real time. The drag-and-drop functionality allows you to easily move deals between stages, providing a clear overview of your progress. Integrated tools like lead scoring and AI insights further enhance your deal management by identifying priorities and predicting outcomes. While the pipeline is designed for simplicity, it’s heavily focused on sales workflows, which may limit its flexibility for teams requiring broader project or task tracking capabilities.

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2. Ease of use

Monday CRM offers a user-friendly interface with customizable workflows, making it easy for teams to adapt it to their needs. Freshsales also provides an intuitive design with straightforward navigation, but its comprehensive feature set may require a learning curve for users unfamiliar with CRM tools.

3. Contact enrichment

Monday CRM does not offer a built-in contact enrichment feature. In contrast, Freshsales provides contact enrichment capabilities, automatically gathering and updating contact details from various sources to ensure accurate and comprehensive customer profiles.

4. Outreach

Monday CRM allows for outreach campaigns with a template library and AI-assisted support. Freshsales offers robust outreach tools, including email, phone, and chat, with features like personalized campaigns, engagement tracking, and real-time communication, though primarily focused on sales communication.

5. Automation

Monday CRM provides basic automation for tasks like updating deal statuses and notifications. Freshsales enhances workflow efficiency with automation for lead assignment, deal stages, and follow-up emails, supporting complex sales processes, though setup may require familiarity with the system.

6. Integration

Monday CRM integrates with various tools to enhance functionality, though specifics depend on user needs. Freshsales offers seamless integration with popular apps and platforms, ensuring a cohesive workflow across different business tools.

7. Artificial Intelligence

Monday CRM features an AI-based email generator for composing sales emails. Freshsales includes Freddy AI, offering predictive analytics, lead scoring, and insights to prioritize opportunities and forecast sales, enhancing decision-making and efficiency with AI-driven workflows.

Price and plans comparison

Let's take a closer look at the price and plans of both Monday CRM and Freshsales.

Monday CRM prices

Monday CRM offers both a monthly and annual subscription plan. All their plans depend on the size of your team and starts with a 3 seat option.

• Basic: Starts from $12 per seat, per month.
• Standard: Starts from $17 per seat, per month.
• Pro: Starts from $28 per seat, per month.
• Enterprise: Undisclosed.

Freshsales prices

Freshsales, offered through Freshworks, includes several pricing plans, with the option to choose the Freshsales Suite for additional features. Below is an overview of the pricing plans specifically for Freshsales.

• Growth: Starts from $9/user/month.
• Pro: Starts from $39/user/month.
• Enterprise: Starts from $49/user/month.

Introducing folk CRM: the best alternative to Monday CRM and Freshsales

Looking for an affordable alternative? We recommend folk. folk is a multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system. You can use folk as a solopreneur, small to mid-size team, and large enterprise. folk can also support you across multiple functions including sales, marketing, recruitment and more. Allowing it to scale with you as your business grows.

Key features

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.
• Sales pipeline dashboard: Manage your entire sales cycle and leads with a highly customizable sales pipeline dashboard that can be used in Kanban-board view or listicle.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

Monday CRM vs. Freshsales: What's the verdict?

In comparing Monday CRM and Freshsales, it's clear that both platforms offer robust features tailored for efficient sales management and customer interaction. Monday CRM excels with its customizable workflows and intuitive interface, making it ideal for teams seeking flexibility. Freshsales, on the other hand, provides comprehensive automation and AI-driven insights, perfect for businesses aiming to streamline processes. However, for companies that need a more personalized approach to relationship management, folk provides a flexible alternative to these traditional CRM options, blending ease of use with customization. Try folk today, free